+1,607.5%
MPWR vs HUM
+147.1%
+1,460.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.6% | -1.5% |
| 7D | -2.3% | -1.4% | -0.8% | -1.9% |
| 30D | -15.4% | +7.5% | -22.9% | -16.9% |
| 3M | -19.4% | +10.2% | -29.6% | -21.5% |
| 6M | +12.7% | +132.5% | -119.8% | -9.9% |
| YTD | +31.3% | +57.6% | -26.3% | +14.4% |
| 1Y | +39.7% | +48.6% | -8.9% | +22.8% |
| 3Y | +142.2% | -11.2% | +153.3% | +138.5% |
| 5Y | +149.0% | +4.8% | +144.2% | +116.0% |
| All | +1,607.5% | +147.1% | +1,460.4% | +1,021.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded HUM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling